See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,382 | $183,519-20.8% | $155,509-6.5% | $145,922-0.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.36% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,908 | $5,313-64.1% | $4,672-59.2% | $4,660-59.1% |
| Participant deferral / active EE | $4,668 | $6,462-27.8% | $5,626-17.0% | $6,688-30.2% |
| Admin fee / account holder | $1,795 | $19,313-90.7% | $15,912-88.7% | $13,397-86.6% |